Estate Planning

Without proper planning, the assets you’ve accumulated over a lifetime can quickly disappear. Kimball, Tirey & St. John LLP estate planning attorneys can you help minimize this risk by evaluating your estates and assisting in the controlling of assets, both before and after death and establishing the necessary documents through careful planning.

Our attorneys can assist you with:

  • Revocable Trusts
  • Wills
  • Healthcare Directives (Living Wills)
  • Durable Powers of Attorney
  • Asset Transfer Assistance
  • Additional Estate Tax Planning

Kimball, Tirey & St. John LLP offers a full range of estate planning services to meet your unique needs. Our expertise has been recognized with one of our estate planning partner’s designation as a Certified Legal Specialist in Estate Planning, Trust and Probate by the State Bar of California, Board of Legal Specialization.

A Kimball, Tirey & St. John LLP estate planning attorney will analyze your unique situation and explain how proper planning can protect and maximize your wealth now and for future generations.

Trust & Estate Administration – Although avoiding probate is desirable, if you have lost a loved one who did not properly plan, you may need to initiate a probate to transfer their assets out of their name. Additionally, even with a Trust in place, it is advisable to have an attorney assist you if you have been named Trustee.

Kimball, Tirey & St. John LLP will help guide you throughout the process of a Trust or Probate (Estate) administration, including:

  • Probate initiation, administration and distribution
  • Trust administration
  • Non-Probate and non-trust transfers of property

Additional Services:

Conservatorships. Navigating the court system, especially in the conservatorship context is complex and challenging. Kimball, Tirey & St. John LLP can assist you with obtaining a conservatorship of the estate and of the person for an individual that is no longer able to make decisions for themselves or needs considerable assistance.

Litigation. Whether in the trust, probate, guardianship or conservatorship context, litigation is trying. So having legal counsel in the litigation environment is essential. As assertive advocates for their clients’ interests, Kimball, Tirey & St. John LLP have zealously litigated countless cases in probate court.

Adoptions

Adoption is a wonderful option for expanding your family, but the laws governing the process can be quite complex. Working with an expert in adoption law will help ensure that your adoption proceeds smoothly.

Our adoption attorney will:

  • Provide an unbiased explanation of adoption methods and resources.
  • Help you develop a legally sound adoption plan tailored to your specific needs.
  • Explain your legal rights and the adoption laws in California.
  • Assess the risks involved, including determining what costs are legally permissible and ensuring that the birth parents’ rights are legally terminated before placement is finalized.
  • Review and negotiate adoption agency contracts to ensure that your interests are served.
  • Clarify your options for post-placement arrangements, if any, with birth parent(s) and draft or review an agreement to ensure your best interests and those of the child are served.

Kimball, Tirey & St. John LLP can assist you with:

Independent Adoptions
An independent adoption is one in which an agency is not involved and the birth parent(s) and the adoptive parents have a private arrangement for adoption.

Agency Adoptions
Agency adoptions occur when adoptive parents hire an agency to locate a child for them to adopt. Agencies provide many services to adoptive parents, but they do not petition the court for adoption of the child. They may refer the adoptive parents to their preferred attorney and often insist the adoptive parents use that attorney. However, it is ultimately the adoptive parents’ choice when it comes to choosing legal representation. So take the time to find an attorney that you trust, are comfortable with and has your best interests at heart.

Stepparent Adoptions
A stepparent adoption occurs when the stepmother or stepfather of the child petitions to be the legal parent of the child.

Domestic Partner Adoptions
In California, Domestic Partners may legally adopt their partner’s children through both independent and agency adoptions.

Adult Adoptions
We have assisted clients with adult adoptions in many scenaros. Sometimes the clients have raised children, perhaps their niece or nephew or grandchildren, and, upon the child becoming an adult, all parties want to formalize the relationship. For an adult to adopt another adult, the adopting parent must be ten (10) years older than the adoptee.